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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,771 | $106,864-0.1% | $147,318-27.5% | $82,637+29.2% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 13.52% | 27.49%-14.0pp | 70.43%-56.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $598 | $3,417-82.5% | $4,593-87.0% | $2,552-76.6% |
| Participant deferral / active EE | $4,223 | $6,496-35.0% | $7,906-46.6% | $4,126+2.4% |
| Admin fee / account holder | $4,327 | $8,415-48.6% | $13,708-68.4% | $7,339-41.0% |